See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,958 | $167,484-70.2% | $151,611-67.0% | $134,475-62.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -17.64% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,991 | $6,829-70.8% | $6,166-67.7% | $4,740-58.0% |
| Participant deferral / active EE | $2,815 | $8,986-68.7% | $8,363-66.3% | $6,400-56.0% |
| Admin fee / account holder | $13,324 | $13,783-3.3% | $11,616+14.7% | $11,426+16.6% |